TCM
MKL icon

Twin Capital Management’s Markel Group MKL Stock Holding History

Twin Capital Management’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-236
Closed -$280K – 311
2018
Q3 		$280K Sell
236
-19
-7% -$22.4K 0.01% 321
2018
Q2 		$277K Sell
255
-225
-47% -$254K 0.01% 320
2018
Q1 		$562K Buy
+480
New +$540K 0.03% 311

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Twin Capital Management's MKL Position: Q4 2018 in Review

Twin Capital Management sold out of Markel Group (MKL) in Q4 2018, closing a stake of 236 shares — an estimated $280K sold.

Twin Capital Management first reported a position in MKL in Q1 2018 and held it in 3 quarters. The position peaked at $562K in Q1 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Twin Capital Management reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Twin Capital Management sold 236 Markel Group shares in Q4 2018, an estimated $280K.
  • Twin Capital Management first reported a position in Markel Group in Q1 2018 and held it in 3 quarters.
  • Twin Capital Management's Markel Group position peaked at $562K in Q1 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Twin Capital Management's 13F filing for Q4 2018, filed 4 Feb 2019.